MANAGEMENT COMMITTEE
DAVID C. FULTON, JR., CFA*
PRESIDENT and CEO
Carl J. Tippit, CFA*
Senior Managing Director
Gregory P. Althans, CPA/PFS, CFP®*
Senior Managing Director and Chief Wealth Strategist
Charles B. Burkhart, Jr.*
External Board Member
Jennifer Coleman*
External Board Member
Marilyn Eisele*
External Board Member
EXECUTIVE LEADERSHIP
DAVID C. FULTON, JR., CFA*
PRESIDENT and CEO
Kathleen Thompson*
Chief Financial Officer
Carl J. Tippit, CFA*
Senior Managing Director
Bradley D. Knapp, CFA, CAIA*
Senior Managing Director and Head of the Private Client Group
Michael J. Moss, CFP®*
Senior Managing Director and Head of Client Services
Michael P. Shebak III*
Senior Managing Director and Head of Institutional Consulting
Research & Investment Management
Carl J. Tippit, CFA*
Senior Managing Director
Aneet P. Deshpande, CFA
Chief Investment Strategist, Managing Director
Thomas M. Seay*
Senior Managing Director, Research
JAMES D. AWAD
Senior Managing Director
Joseph D. Boushelle, CFA, CAIA*
Senior Managing Director, Alternatives
Svetlana M. Loshakov, CFA
Senior Managing Director, Alternatives
Daniel Meges
DIRECTOR, RESEARCH
David A. McClearn, CFA*
Director of Portfolio Management
Joe Nitting, CFA, CAIA
Analyst, Research
Andrew Burger
Portfolio Manager
Caroline Lyu
Portfolio Manager
Mitchel H. Green
Portfolio Manager
Nancy Gallagher
Portfolio Manager
Adam Felten
Associate Portfolio Manager
Erin D. H. Gray
Research Associate
Kimberly D. Trnavsky
Client Service Associate
INSTITUTIONAL CONSULTING GROUP
Michael P. Shebak III*
Senior Managing Director and Head of Institutional Consulting
Adam J. Blake, AIF®*
Senior Managing Director
Anthony M. Saracusa, CIMA®*
Senior Managing Director
Brian K. Hrabak, CFA*
Senior Managing Director
Grant B. Guyuron, CFA*
Senior Managing Director
Sarah E. Parker, AIF*
Senior Managing Director
Lawrence M. Carone, CFA, CAIA*
Managing Director
John F. Colla, CFA*
MANAGING DIRECTOR
John D. Evans*
Managing Director
Brian T. Wunderle
DIRECTOR
Joseph T. Adams
Associate
Karen T. Buckley
Institutional Coordinator
Luz Caraballo
Administrative Assistant
PRIVATE CLIENT GROUP
Bradley D. Knapp, CFA, CAIA*
Senior Managing Director and Head of the Private Client Group
Anthony G. Micheli, CPA*
Senior Managing Director
Michael J. Moss, CFP®*
Senior Managing Director and Head of Client Services
JAMES D. AWAD
Senior Managing Director
Gregory P. Althans, CPA/PFS, CFP®*
Senior Managing Director & Chief Wealth Strategist
James R. Pruce, CFP®, CPA*
Senior Managing Director
John Marino, CFP®, CPA*
Senior Managing Director
Michael S. Dearden, ATP®*
Senior Managing Director
Satricia A. Rice, JD, CFA, CIMA®*
Senior Managing Director
Tracy A. Jemison, II*
Senior Managing Director
David P. Miller, CFP®, CPA
Managing Director
Gregory Q. Lonczak, CFP®*
Managing Director
Teresa A. LaCorte, CPA*
Managing Director, Tax
Jonathan A. Watts, CPA
Managing Director, Client Services Group
Maureen Leneghan, CPA, CFP®*
Director of Financial Planning
Theodore J. Robbins, CPA , CFP®*
Director, Private Client Group
Kayleigh Cowser, Esq.
Trust & Estate Planning Counsel
Emily C. Hajec
Senior Associate
Grant W. Deprey, CPA
Senior Associate
Joseph Baranek
Senior Associate
Lisa M. Chavez, CPA
Senior Associate
Adam T. Clare
Planning Associate
A.J. Volpe
Planning Associate
Dave Flegal, CPA, CFP®
Planning Associate
Jack W. Dunn
Planning Associate
James T. Thomas, CPA
Planning Associate
Kiana Woodgett
Planning Associate
Allison E. Schaefer
Client Service Associate
Kimberly A. Herbst
Client Service Associate
Linda G. Bates
CLIENT SERVICE ASSOCIATE
Peggy E. Shalala
Client Service Associate
Susan A. Svenson
Client Service Associate
Rachel Ratajczak
Administrative Assistant
Administration
Steven F. Wolken*
Chief Compliance Officer
Dennis M. Kasper*
Managing Director, Information Technology
Jane F. Battes, SPHR*
Managing Director, Human Resources
Amber N. Coletta
Business Analyst
Jennifer D. Lucas
Office Administrator
Edward Mielcarek
Senior Associate, IT
Bonny L. Constantino
Accounting & Compliance Associate
Monica A. Fletcher
Associate, Marketing
Devra G. Woodard
Receptionist
REPORTING AND OPERATIONS
Bianca L. Friscan*
Managing Director, Reporting & Operations
Maureen A. Berthelot
Database Coordinator
Sarah R. O'Connor
Institutional Operations Associate
Abby Hausman
Performance Analyst
Cristina T. Popoiu
Performance Analyst
Konstantin Goldberg
Performance Analyst
Claudia N. Colon
Operations Associate
Sandra J. Wallenhorst
Associate
Susan E. Witalis
Trader
Find Your Clarity
We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.
Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.
SERVICES
RESEARCH
CONTACT US
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090
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